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iShares Lehman Aggregate Bond shares owned by Noble Family Wealth

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Noble Family Wealth from 13F filings

Historical chart of Noble Family Wealth investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Noble Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Noble Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $948k 9.7k 97.94
2023-12-31 $969k 9.8k 99.25
2023-09-30 $940k 10k 94.04
2023-06-30 $975k 10k 97.95
2023-03-31 $1.0M 10k 99.64

More positions owned by Noble Family Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Ai Enhanced (AIVL)

View all positions for Noble Family Wealth

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
Betterment
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond